Institutional Ownership Vanguard Specialized Funds Van (VNQ)
This table provides information about the institutional ownership of Vanguard Specialized Funds Van (VNQ). We have compiled data on the 1,825 institutions that hold shares in the stock, with a total of 242 Million shares, which have been reported (via 13F filing form) to have a value of $23.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
16,787
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
16,779
shares
|
$1.65 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
16,766
shares
|
$1.65 Million
0.19% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
16,665
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 85.13%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
16,485
shares
|
$1.62 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
16,477
shares
|
$1.62 Million
0.18% of portfolio
|
Q2 2024
Reduced 6.66%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
16,471
shares
|
$1.62 Million
0.12% of portfolio
|
Q3 2024
Reduced 18.65%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
16,451
shares
|
$1.61 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
16,382
shares
|
$1.61 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
16,336
shares
|
$1.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
16,321
shares
|
$1.6 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
16,311
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Added 69.27%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
16,300
shares
|
$1.6 Million
0.56% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
16,279
shares
|
$1.6 Million
0.09% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
16,209
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
16,160
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
16,118
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
16,017
shares
|
$1.57 Million
1.12% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
15,944
shares
|
$1.57 Million
0.3% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
15,941
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2024
Added 60.5%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
15,622
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
15,518
shares
|
$1.52 Million
0.1% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
15,481
shares
|
$1.52 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
15,467
shares
|
$1.52 Million
0.49% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
15,344
shares
|
$1.51 Million
0.42% of portfolio
|
Q1 2024
Reduced 1.41%
|